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TAXWATCH UNIVERSITY

course schedule

Tax Staff Training brought to you by AuditWatch and PPC

For public seminar options, click the links below or the Course Schedule link at top right. For in-house and custom options, call 800.775.9866.

PPC In-House training and AuditWatch have teamed up to offer multiple levels of core tax staff training to your firm. The progressive levels of training begin with an entry-level course with focus on individual taxation regulations. This is followed by courses which focus on corporate tax issues, partnerships, and other special entities. This integrated curriculum for tax professionals is available through public seminars or in-house training.


Level 

Description

Cost

Course Length

To Register

Level 1 Tax Watch University $999
3 days View Schedule
  NASBA | 24 CPE Hours | Taxes | Basic
IRS EA | 24 CPE Hours | Federal Tax/Tax Related Matters
IRS NCRP (“IRS Non-Credentialed Return Preparers”) | 24 CPE Hours | Federal Tax Update

This practical, hands-on program is designed for tax professionals with limited tax experience and knowledge. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course is designed to provide information on the tax rules and to challenge the participants to complete case studies and exercises where participants apply the rules and complete actual tax forms.
 
Prerequisite: 0 – 1 years experience 

Learning Objective: To enable participants to prepare basic individual and corporate tax returns and to begin to recognize more complex tax issues.
 Level 2 Tax Watch University $999
3 days View Schedule
  NASBA | 24 CPE Hours | Taxes | Intermediate
IRS EA | 24 CPE Hours | Federal Tax/Tax Related Matters
IRS NCRP | 24 CPE Hours | Federal Tax Update

This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual, and other entity type tax topics. The course is designed to both provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete tax forms. Topics covered also include time management, engagement management and conducting client interviews.
 
Prerequisite: 1 – 2 years experience

Learning Objective:
To enable participants to prepare more complex individual and corporate tax returns in a more efficient and effective manner and be familiar with key tax rules impacting individuals and business entities. To help participants develop and refine vital time management, engagement management and client interviewing skills.
 Level 3 Tax Watch University $999
3 days View Schedule
  NASBA | 24 CPE Hours | Taxes | Intermediate
IRS EA | 24 CPE Hours | Federal Tax/Tax Related Matters
IRS NCRP | 24 CPE Hours | Federal Tax Update

This practical, hands-on program is designed for tax professionals with multiple years’ experience. This course provides learning opportunities on intermediate to advanced pass through entities including S corporations and partnerships/LLCs, and selected individual and corporate topics. The course is designed to provide information on the tax rules and includes case studies and exercises which challenge participants to apply the rules and complete actual tax forms.
 
Prerequisite: 2 – 3 years experience

Learning Objective:
To enable participants to handle pass through entities including S corporations and partnerships/LLCs and estate and trust issues as well as individual and corporate events in a more efficient and effective manner.
 Level 4 Tax Watch University $999
3 days View Schedule
  NASBA | 24 CPE Hours | 18.5 Taxes, 3.5 Personal Development, 1 Regulatory Ethics, 1 Management Services | Intermediate/Advanced
IRS EA | 18 CPE Hours Federal Tax/Tax Related Matters; 2 CPE Hours Ethics
IRS NCRP | 18 CPE Hours Federal Tax Update; 2 CPE Hours Ethics

This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also provides additional training on technical tax issues mainly related to pass-through entities and more advanced corporate and individual issues.
 
Prerequisite: 3 or more years’ experience.

Learning Objective: To provide participants the technical knowledge important to working with clients in a tax advisory role.
 PTUF Tax Watch University   1 day Call 800.775.9866
  8 CPE Credit Hours | Taxes | Update

Federal Tax Update covers the latest developments affecting individuals, partnerships, LLCs, C corporations, S corporations, and estates and trusts, and is designed to keep you up-to-date in this dynamic environment.

Prerequisite: Participants should be familiar with federal tax issues for various entities.

Learning Objective: To provide participants with practical, working knowledge of the latest tax law changes that will enable effective tax planning, compliance, and consultation engagements during the coming year.

You can register online by clicking on the "View Schedule" links,
or call 800.231.1860
.

You can make a substitution for the same location and same level at any time without penalty. To make a substitution, change your city or cancel, please contact Sheri Patman at 800.775.9866 or email her at sheri.patman@thomsonreuters.com.

 

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